Global Retirement Partners’s JPMorgan Income ETF JPIE Stock Holding History

Global Retirement Partners’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Buy	+5,337	New	+$246K	﹤0.01%	1452
2025 Q4	$248K	Sell	5,362 -174	-3%	-$8.06K	﹤0.01%	1346
2025 Q3	$257K	Buy	5,536 +102	+2%	+$4.72K	0.01%	1057
2025 Q2	$252K	Buy	+5,434	New	+$249K	0.01%	981
2024 Q4	$271K	Buy	5,945 +890	+18%	+$40.8K	0.01%	839
2024 Q3	$235K	Sell	5,055 -984	-16%	-$45.1K	0.01%	863
2024 Q2	$275K	Buy	6,039 +93	+2%	+$4.21K	0.01%	780
2024 Q1	$271K	Buy	5,946 +1,344	+29%	+$61.1K	0.01%	690
2023 Q4	$210K	Sell	4,602 -789	-15%	-$35.2K	0.01%	743
2023 Q3	$237K	Buy	+5,391	New	+$241K	0.01%	610

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Retirement Partners's JPIE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Income ETF (JPIE) in Q2 2026: 5,337 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JPIE as recently as Q4 2025.

Global Retirement Partners first reported a position in JPIE in Q3 2023 and has held it in 10 quarters since. The position peaked at $275K in Q2 2024. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Global Retirement Partners held 5,337 shares of JPMorgan Income ETF worth $246K as of Q2 2026.
JPMorgan Income ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1452 holding.
Global Retirement Partners first reported a position in JPMorgan Income ETF in Q3 2023 and has held it in 10 quarters since.
Global Retirement Partners's JPMorgan Income ETF position peaked at $275K in Q2 2024.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.